When you’re starting your bookkeeping business, understanding the difference between Catch Up and Clean Up services is key. These two service types might sound similar, but they solve very different problems — and knowing how to explain and price them will set you apart as a confident, professional bookkeeper from day one.

A well-planned week isn’t about rigid schedules—it’s about creating a clear framework that keeps you focused, flexible, and in control. With just a few intentional habits, you can shift from reacting to everything that comes your way to confidently leading your business forward.

Before you dive into reconciliations and reports, hit pause. The real first step in onboarding a new client is cleaning up their Chart of Accounts—and it’ll save you hours later.

Thinking about starting a bookkeeping business but not sure where to begin?
This post breaks down everything you need to know before taking on your first client—from choosing your tools to setting your rates and getting visible. Whether you're starting from scratch or finally turning your skills into a business, this guide will help you take the next step with confidence.

Not every client needs a fancy bill pay system.
For clients with just a few recurring expenses, paying bills directly through their bank can be the simplest (and most cost-effective) solution. Most major banks offer built-in bill pay tools that let you schedule payments, add vendors, and track everything in one place—no extra logins or third-party apps required.

It’s secure, straightforward, and perfect for clean, minimal setups.

Juggling multiple income streams can feel empowering—until it’s time to do your books. Whether you're running a business, starting a bookkeeping side hustle, or both, keeping track of your income doesn’t have to be overwhelming. This post breaks down how to simplify your systems, organize your revenue, and use your own experience as a foundation for helping future clients.